Jordan
Gibbs
Heritage Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jordan Gibbs is a certified financial planner operating in San Diego, California who has 2 years of relevant experience. Gibbs is an employee of Heritage Wealth Management, Inc. Their career trajectory has included roles at Heritage Wealth Management, Inc, The Kocen Financial Group, Inc and Financial Goal Securities, Inc. Gibbs has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Heritage Wealth Management, Inc is a financial advisory company headquartered in San Diego, CA. It controls $327 million in assets across its 940 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 940 client accounts, 40% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fees largely vary depending on the type of services provided. Fee types charged by Heritage Wealth Management, Inc may include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Heritage Wealth Management, Inc Brokerage Details
$327,291,376
9
940
$348,182
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jordan Gibbs Work History
Jordan has been registered as a financial advisor for 2 years.*
Heritage Wealth Management, Inc
Heritage Wealth Management, Inc
The Kocen Financial Group, Inc
Financial Goal Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Gibbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heritage Wealth Management, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
